Investment Advisor Windsor Wealth Management
Royal Bank of Canada
Build high-net-worth client relationships as an Investment Advisor with RBC Dominion Securities in Windsor, using planning and financial advice.This full-time Investment Advisor role offers 37.5 hours weekly within RBC Wealth Management. You will build a client base, manage complex financial needs, create customized portfolios, and develop wealth plans. Success requires strong relationship building, problem-solving, and financial planning skills while working with RBC partners.Key Responsibilities:
Build client relationships with individuals, families, and business ownersCreate customized portfolios and wealth plansProvide personalized financial planning and investment adviceMaintain long-term, often multigenerational client relationshipsCoordinate support with RBC banking and insurance partnersRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionCompleted CIRE and Retail Securities Exam, or before startingInterest in portfolio management and financial planningStrong relationship-building and interpersonal skillsBring investment management, client counseling, and business development strengths to RBC Dominion Securities in Windsor.
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Build client relationships with individuals, families, and business ownersCreate customized portfolios and wealth plansProvide personalized financial planning and investment adviceMaintain long-term, often multigenerational client relationshipsCoordinate support with RBC banking and insurance partnersRequirements:
Four to six years of outbound sales experienceComfort earning one hundred percent commissionCompleted CIRE and Retail Securities Exam, or before startingInterest in portfolio management and financial planningStrong relationship-building and interpersonal skillsBring investment management, client counseling, and business development strengths to RBC Dominion Securities in Windsor.
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Vacancy posted 1 hour ago
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